Investment Bonds offer an alternative option for aged care planning by structuring finances in a way that reduces assessable income and/or assets to help reduce ongoing care fees. Such a structure could also increase age pension entitlements, assist with cashflow management, and maximise estate values for families.
The full White Paper, Centuria Investment Bonds Strategies: Investment Bonds and Annuities in Aged Care, is available here.
Sponsor White Papers
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